Boston, MA — Jan. 20, 2026 — Nicsa, a premier association connecting all facets of the asset and wealth management industry, announced the formation of its Digital Assets Committee, a new member-led forum designed to help firms navigate the rapidly evolving digital asset landscape.
The Digital Assets Committee brings together senior leaders from across asset management, wealth management, custody, technology, legal, consulting, and market infrastructure firms to strengthen industry understanding and support responsible adoption of digital asset innovations. The Committee’s mission is to advance education, best practices, and collaborative dialogue around emerging trends including tokenization, market structure, custody and settlement, regulation, operational resilience, and platform development.
“The formation of the Digital Assets Committee reflects Nicsa’s continued evolution and our commitment to serving the asset and wealth management industry where growth, innovation, and complexity intersect,” said Jim Fitzpatrick, President of Nicsa. “As firms accelerate their focus on next-generation products, modern distribution models, and transformative technologies, this Committee provides a critical forum for collaboration, education, and practical insight. By convening industry leaders around digital assets, we are reinforcing Nicsa’s strategic direction to support members in the highest-growth areas shaping the future of our industry.”
Founding Member Firms
The Digital Assets Committee launched with participation from the following 28 founding firms:
Purpose and Industry Impact
The Committee serves as a strategic resource for Nicsa members actively building or refining digital asset capabilities. Through structured education, peer exchange, and thought leadership, members will explore practical use cases—such as tokenized securities, stablecoins, and digital cash—and address regulatory, operational, and risk considerations critical to the asset and wealth management industry.
Planned work includes best-practice guides, industry surveys, webinars, and working groups focused on priority areas such as product development, distribution, regulation, custody, interoperability, and operational resilience.
Membership Update
Due to overwhelming interest and strong early engagement across the asset and wealth management industry, the Digital Assets Committee is temporarily in a soft close as Nicsa channels this momentum into focused coordination and strategic direction. The level of enthusiasm surrounding the Committee underscores its importance and positions it for continued growth. Nicsa expects to reopen the Committee to additional members in the coming months as this next phase accelerates. For more information about the Digital Assets Committee or upcoming membership opportunities, please contact Nicsa’s Head of Asset and Wealth Management Relationships, Sarah Walter.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
Press Contact:
Allison Lovett | Vice President, Content & Communications
Boston, MA – Jan 12, 2026 – Nicsa, a leading association connecting all facets of the asset and wealth management industry, recognizes its Committee Chairs for the 2026 calendar year.
Nicsa committees comprise professionals across divisions, departments, and all levels of management. Committee Chairs lead the association by facilitating engagement, networking, and collaboration centered on the latest industry trends.
“We are honored to have such distinguished executives serving as co-chairs to help lead our work of elevating best practices across all industry segments,” said Jim Fitzpatrick, President and CEO of Nicsa.
Nicsa Executive Committee:
Clint Harris, Invesco | Chair
Stacy Bernstein, American Century Investments | Vice Chair
Janet Bienkowski, MFS Investment Management | Vice President, Content
Ryan Burns, Northern Trust | Vice President, Membership
Kevin Mahn, Hennion & Walsh | Vice President, Audit
Kirsten Pickens, FS Investments | Vice President, Nominating
David Rosen, Morgan Stanley | Vice President, Technology
John Stadtler, PwC | Vice President, Treasurer
Nicsa Topic Committees:
Alternative Investments
Marty Griffin, SS&C
John Seidita, PwC
Compliance & Risk Management
Bridget Ireland, FIS Global
Stephanie Tyler, Franklin Templeton
Data Analytics
Jason Davenport, BetaNXT
Sergio Leon, Aliter, an F2 Strategy Company
Digital Assets
Ethan Corey, Eversheds Sutherland
Don Friedman, Digital Assets Council of Financial Professionals
Aviad Stein, Broadridge
Kathleen Wrynn, Invesco
Fund Administration
Gary Casagrande, Northern Trust
Lauren Davides, J.P. Morgan
Fund & Investor Services
Lisa Jaeggin, Northern Trust
Liz Noble, FIS Global
Innovation & Technology Strategy
Declan Byrne, PwC
Anish Mazumdar, Aliter, an F2 Strategy Company
International
Steve Newcamp, Federated Hermes
Mike Melles, FIS Global
Next Gen
Carl (Donnie) Aylward, MFS Investment Management
Stacy Mattimore, Computershare
Product & Distribution
Scott Brady, Voya Investment Management
Alaina Giampapa, Natixis
Retirement
Alvin Hasegawa, Franklin Templeton
Brad Spolec, SS&C Technologies
SMA & Model Portfolio
Daniel Milligan, Columbia Threadneedle Investments
Patrick Mullins, Invesco
Transfer Agent Compliance Guide
Mackenzie Dowd, Deloitte
Raynaldo Sylla, Deloitte
UIT
Cory Kushion, Guggenheim Investments
Mattew Wolcott, Smart Trust UIT
Unclaimed Property
Carol Irvine, Abandoned Property Advisors, LLC
Heidi Lastoria, MFS Investments
Nicsa Event Committees:
Strategic Leadership Forum 2026
Mark Lavan, Franklin Templeton
Kelli O’Brien, Citi
Nicsa Advisory Committees:
Content
Janet Bienkowski, MFS Investment Management
Anne Duduch, HengTian Services
Membership
Ryan Burns, Northern Trust
NOVA Awards
Karen Walsh, Franklin Templeton
Philanthropy
Clint Harris, Invesco
Nicsa’s Diversity Project North America is an industry-wide initiative with a mission to advance a cross-company and future-ready asset and wealth management industry by cultivating exceptional talent, fostering a culture of inclusion, and driving meaningful business results. A full list of Nicsa’s DPNA Chairs follows:
DPNA Committees:
ERG Impact
Deb Sealy, Aegon
Elba Vasquez, HSBC
Fearless Leadership Symposium 2026
To be named
Next Practices
Rosa Licea-Mailloux, MFS Investment Management
Ofelia Potter, Northern Trust
Perception Study
Margaret Farquharson, Nationwide
Joseph Onorato, EY
Rising Stars
Stacy Veleker, State Street
Alfonzo Willoughby, Broadridge
If you are interested in joining one of Nicsa’s committees, please reach out to [email protected].
About Nicsa
Nicsa is a not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Member firms include asset and wealth managers, broker-dealers, custodians, and a range of professional service providers such as legal, audit, tax, tech, and compliance firms. We foster collaboration across an array of business lines including product, distribution, technology, operations, risk management, and fund and investor services.
Nicsa’s Diversity Project North America advances a cross-company and future-ready asset and wealth management industry by cultivating exceptional talent, fostering a culture of inclusion, and driving meaningful business results.
Boston, MA — November 11, 2025 — Nicsa, a leading trade association connecting all facets of the global asset and wealth management industry, announced the election of its 2025–2026 Board of Directors and Officers.
As part of Nicsa’a annual governance and election process, the organization’s Nominating Committee proposed a slate of new and returning Board Members and Officers for membership approval. Election results were formally announced at Nicsa’s Asset & Wealth Management Summit on November 11, 2025, in Boston.
First Term Director Nominees (Three-Year Term)
Re-elected for a Second Term (Three-Year Term)
One-Year Extension to Second Term
Executive Officers (One-Year Term)
“Nicsa’s Board of Directors represents a remarkable cross-section of leaders across asset and wealth management,” said Jim Fitzpatrick, President & CEO of Nicsa. “We are proud to welcome these distinguished professionals whose expertise will help drive Nicsa’s mission to foster education, collaboration, and innovation across the industry.”
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices.
Learn more at www.nicsa.org.
Press Contact:
Allison Lovett | Vice President, Content & Communications
Annual recognition celebrates innovation, leadership, and service across the asset and wealth management industry.
Boston, MA — October 16, 2025 — Nicsa, a leading non-profit association supporting the asset and wealth management industry, announced the recipients of its 2025 NOVA Awards. The NOVA Awards celebrate excellence in innovation, leadership, and professional development across the industry, recognizing organizations and individuals who exemplify Nicsa’s mission to advance best practices and foster collaboration.
“The NOVA Awards highlight the outstanding achievements of firms and professionals driving positive change across the asset and wealth management landscape,” said Jim Fitzpatrick, President & CEO of Nicsa. “Each of this year’s honorees represents a commitment to leadership, innovation, and stewardship that defines our industry’s future.”
Individual Honorees
Firm of the Year Awards
Industry Innovation Awards
Emerging Leaders
Nicsa’s Emerging Leaders program recognizes rising professionals who demonstrate exceptional potential and dedication to advancing the industry. The 2025 honorees (alphabetized by firm) are:
The 2025 NOVA Award winners will be honored at Nicsa’s Asset & Wealth Management Conference, taking place November 11–12, 2025, in Boston, MA.
For more information about the NOVA Awards and this year’s honorees, visit nicsa.org/nova-awards.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices.
Learn more at www.nicsa.org.
Press Contact:
Allison Lovett | Vice President, Content & Communications
Honorees to Be Recognized at the 2025 Asset & Wealth Management Summit in Boston.
Boston, MA — October 16, 2025 — Nicsa, a leading non-profit association supporting the asset and wealth management industry, is proud to announce the winners of its inaugural Chairman’s Challenge, a new recognition program celebrating exceptional committee-driven initiatives and the outstanding content created by Nicsa volunteers.
The Chairman’s Challenge honors work that demonstrates innovation, relevance, and impact within the global asset and wealth management community. The selected committees will be recognized on the main stage during the Nicsa Asset & Wealth Management Summit, taking place November 11–12, 2025, in Boston, Massachusetts.
“Nicsa’s committees are the driving force behind our goal of advancing education, best practices, and thought leadership across the industry,” said Clint Harris, Chairman of the Nicsa Board of Directors. “The Chairman’s Challenge recognizes the creativity, collaboration, and expertise of our volunteers who continue to create meaningful, actionable content that benefits the entire industry.”
2025 Chairman’s Challenge Honorees
Nicsa Committees
Data Analytics Committee
Analytics Onboarding: A Best Practices Guide
A comprehensive guide helping investment management firms design and scale analytics programs. The publication provides a roadmap for defining objectives, building governance, and fostering data-driven cultures to deliver measurable ROI and competitive advantage.
Fund & Investor Services Committee
Executive Report: The Way We Work
A research-driven report exploring workplace structures across the asset and wealth management industry. The findings offer insights into evolving workforce models and best practices for hybrid environments.
NextGen Committee
Ask Me Anything Series
An open dialogue series between emerging professionals and senior industry leaders through informal, interactive discussions.
Nicsa Gives Back Initiatives
Philanthropic efforts at Nicsa events, partnering with organizations such as St. Francis House, Good360, and the Ali Forney Center.
Mentorship Program
Launching January 2026, this program connects early-career professionals with senior mentors to support professional growth and career development.
Product & Distribution Committee
ETF Share Class Toolkit
An essential industry resource outlining operational, regulatory, and compliance considerations for firms evaluating ETF share class structures.
Diversity Project North America (DPNA) Committees
Metrics & Insights Committee
ERG Guidance Whitepaper, Webinar & Culture Enhancement Toolkit
A suite of tools to help member firms foster inclusive cultures and improve employee engagement. The whitepaper and accompanying webinar explored how Employee Resource Groups drive inclusion, while the Toolkit provided actionable frameworks to embed belonging across six pillars of organizational culture.
Next Practices Committee
Webinar: The Virtues of Corporate Culture
A fireside conversation featuring thought leaders both inside and outside of the asset and wealth management industry. The discussion explored various perspectives of the definition, preservation, and impact of corporate culture.
Perception Study Committee
2025 DPNA Perception Survey and Study (to be released 4Q25)
A biennial assessment and exploration of industry sentiment around barriers to inclusion and advancement across the asset and wealth management sector.
“The Chairman’s Challenge reflects the best of what Nicsa stands for—collaboration, leadership, and innovation,” said Jim Fitzpatrick, President & CEO of Nicsa. “Each of these committees has demonstrated a powerful commitment to advancing the industry we all serve.”
The Chairman’s Challenge will be an annual recognition, highlighting the depth of talent, thought leadership, and volunteer engagement that power Nicsa’s mission.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices.
For more information on the Chairman’s Challenge and this year’s awardees, visit www.nicsa.org/chairmans-challenge.
Press Contact:
Allison Lovett | Vice President, Content & Communications
Boston, MA – Sep. 23, 2025 – Nicsa has announced a powerhouse lineup of speakers for its 2025 Asset & Wealth Management Summit, taking place November 11–12, 2025 at the Marriott Long Wharf in Boston. This year’s program, “Accelerating Innovation: AI Adoption & The Human Impact”, will bring together global thought leaders to explore how artificial intelligence is reshaping the asset and wealth management industry.
Featured Speakers
The Summit will showcase a distinguished group of thought leaders, including:
These experts will share strategic perspectives on how firms can responsibly integrate AI, enhance operational efficiency, and balance innovation with trust in a rapidly evolving marketplace.
“Focused on industry innovation, this year’s Summit will provide attendees with tangible tools to enhance trust, streamline efficiency, and achieve long-term value for clients and investors,” said Kelly Sherrard, Executive Director, Head of Operations & Events.
The Summit offers 25 expert speakers, interactive panel discussions, and networking opportunities for asset and wealth management executives, fintech innovators, and service providers. Attendees can also earn up to 9 CE credits through the Investments & Wealth Institute™.
Attendees will benefit from:
Full speaker lineup: www.nicsa.org/summit-2025/speakers
Press Contact:
Allison Lovett | Vice President, Content & Communications
Boston, MA – June 5,2025 – Nicsa is pleased to announce the 2025 cohort of its annual Rising Star Program, an awards program aimed at providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry.
Nicsa’s Diversity Project North America supports emerging leaders with a program that not only provides recognition and exposure for rising professionals, but develops and hones the skills critical for retention and advancement of valued talent within the industry.
The 2025 Rising Stars were nominated by member firms of Nicsa’s Diversity Project North America and were recognized at Nicsa’s Fearless Leadership Symposium on June 3-4 in NYC.
The 2025 Rising Stars are:
Aegon Asset Management | Hanna Marks
Allspring Global Investments | Jessica Fore-Yu
AXA Investment Managers | Kyle Woolley
BNY | Rina Patel-Arora
Broadridge Financial Solutions | Gerald Nvule
Capital Group | American Funds | Surata Gillett
Columbia Threadneedle Investments | Samantha Dearey
EY | Alexandra Marshall Grant
Fidelity Investments | Megan Handa
Franklin Templeton | Victoria Marcus
FS Investments | Joseph Nuyannes
HSBC Asset Management | Yana Biriuk
Invesco | Maria Nemeth
Janus Henderson Investors | Elizabeth Daily
Manulife John Hancock Investments | Lyric Walton
MFS Investment Management | Sophie Ye
Northern Trust | Aileen Mallon
Payden & Rygel | Nyla Gatison
Polen Capital | Shayel Encaoua
PwC | Jose Nikiema
Schroders | Teresa Ng
SS&C Technologies | Melissa Hennessy
State Street Corporation | Favour Emem
Thrivent | Kiyrie Abernethy
Questions about the Rising Star Program, the Fearless Leadership Symposium, or how to join the Diversity Project North America can be sent to [email protected].
About Diversity Project North America
The Diversity Project North America is a cross-company initiative that champions diversity and inclusion as a strategic business priority within the asset and wealth management industry.
About Nicsa
Nicsa is a not-for-profit association connecting all facets of the asset and wealth management industry to advance leading practices. Member firms include asset managers, wealth managers, and professional service firms. Nicsa focuses on a wide array of business lines including product, distribution, technology, operations, risk management, and fund and investor services.
# # #
Boston, MA – January 14, 2025 – Nicsa, a leading not-for-profit trade association connecting the global asset and wealth management industry, is thrilled to announce an exceptional lineup of speakers for its 2025 Strategic Leadership Forum (SLF), taking place March 5-7 in Fort Lauderdale, Florida. The conference will feature Cheri Belski, Executive Vice President and Head of Investment Management Solutions at LPL Financial; and Eric Pan, President and CEO of the Investment Company Institute (ICI).
The Strategic Leadership Forum, renowned for advancing thought leadership and fostering collaboration, will bring together decision-makers from asset and wealth management firms to address pivotal trends and challenges in the industry, offering invaluable insights to attendees.
Cheri Belski – Executive Vice President, LPL Financial
Cheri Belski will contribute her wealth of expertise to the session “Leading the Charge: Next-Gen Product and Distribution Strategies,” scheduled for Wednesday, March 5, at 3:20 PM EST. With over 25 years of experience in the global asset and wealth management industry, Ms. Belski will offer perspectives on the industry’s transformation driven by shifting investor demands and the rise of personalized investment solutions.
Eric Pan – President and CEO, Investment Company Institute
Eric Pan, a respected voice in regulatory and compliance matters, will present a session titled “Presidential Priorities, Regulatory Waves” on Friday, March 7, at 11:00 AM EST. Drawing on his leadership of the ICI, Mr. Pan will discuss the evolving regulatory environment, including cryptocurrency oversight, ESG mandates, and compliance challenges impacting the asset management industry globally.
A full speaker line up for SLF 2025 can be accessed here, and includes:
Michael Dembro, Lead Investment Strategist, MFS Investment Management
Jonathan Kingery, Senior Vice President and Head of US Wealth Management, Franklin Templeton
Morris Morrison, Inspirational disruption and leadership expert, futurist, author, entrepreneur
Brian Partridge, Managing Director, Head of Investment Solutions Specialists, Merrill Lynch
About the Strategic Leadership Forum
The Nicsa Strategic Leadership Forum connects professionals across the asset and wealth management industry to advance leading practices. This year’s event will feature networking opportunities and a robust agenda, including panel discussions focusing on:
For more information about the Nicsa Strategic Leadership Forum, including registration details, please visit nicsa.org/SLF or contact [email protected].
About Nicsa
Nicsa is a not-for-profit trade association committed to connecting all facets of the global asset and wealth management industry. For over 60 years, Nicsa has fostered a collaborative environment to address the industry’s most vital issues and advance leading practices.
Boston, MA – December 19, 2024 – Nicsa, a leading association in support of the asset and wealth management industry, recognizes its Committee Chairs for the first half of 2025. These individuals will help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines.
Nicsa’s committees are open to employees of member firms and comprise professionals across divisions, departments, and all levels of management. Committee engagement is focused on professional networking and collaboration centered on the latest industry trends.
A full list of Nicsa Chairs and Diversity Project North America Chairs follows:
New roles indicated by asterisk:
Nicsa Executive Committee:
*Clint Harris, Invesco | Chair
Stacy Bernstein, American Century Investments | Vice Chair
Janet Bienkowski, MFS Investment Management | Vice President, Content
Ryan Burns, Northern Trust | Vice President, Membership
*Kirsten Pickens, FS Investments | Vice President, Nominating
Kevin Mahn, Hennion & Walsh | Vice President, Audit
*David Rosen, Morgan Stanley | Vice President, Technology
John Stadtler, PwC | Vice President, Treasurer
Nicsa Topic Committees:
Alternative Investments
Marty Griffin, BeaconRidge Capital Management
John Seidita, PwC
Compliance & Risk Management
Stephanie Tyler, Franklin Templeton
Data Analytics
Jason Davenport, Delta Data
Sergio Leon, Aliter Investment Services
Fund Administration
Gary Casagrande, Northern Trust
*Lauren Davides, J.P. Morgan
Fund & Investor Services
Gregory Cohen, MUFG Investor Services
International
Lesley-Anne Archibald, Baillie Gifford
*Mike Melles, FIS Global
Next Gen
Carl (Donnie) Aylward, MFS Investment Management
Stacy Gordon, Delta Data
Product & Distribution
Scott Brady, Columbia Threadneedle Investments
Alaina Giampapa, Natixis
Retirement
Alvin Hasegawa, Fiduciary Trust International
Brad Spolec, SS&C Technologies
SMA & Model Portfolio
Daniel Milligan, Columbia Threadneedle Investments
Patrick Mullins, Invesco
Technology & Digital Innovation
*Sanjay Balu, MFS
*Declan Byrne, PwC
UIT
Scott Larsen, Guggenheim Investments
Matt Wolcott, Hennion & Walsh, Inc.
Unclaimed Property
Carol Irvine, Abandoned Property Advisors, LLC
Heidi Lastoria, MFS Investments
Nicsa Event Committees:
Asset & Wealth Management Summit**
Stacy Bernstein, American Century Investments
Scott Brady, Columbia Threadneedle Investments
Clint Harris, Invesco
Dan Houlihan, STP Investment Services
Mark Lavan, Franklin Templeton Investments
Brooke Marrujo, Capital Group | American Funds
Mike Melles, FIS
Kelli O'Brien, Citi
Kirsten Pickens, FS Investments
David Rosen, Morgan Stanley
**Board-led strategic initiative for 2025
Strategic Leadership Forum
Mark Lavan, Franklin Templeton
Kelli O’Brien, Citi
Nicsa Advisory Committees:
Content
Janet Bienkowski, MFS Investment Management
Membership
Ryan Burns, Northern Trust
NOVA Awards
Karen Walsh, Putnam Investor Services
Nicsa’s Diversity Project North America is an industry-wide initiative that champions diversity and inclusion as a strategic business priority within the asset and wealth management industry. A full list of Nicsa’s DPNA Chairs follows:
DPNA Executive Committee:
Thomas Arnold, EY
Deirdre O’Conner, Cerberus Capital Management, L.P.
DPNA Topic Committees:
*Fatimata Ba, EY
Cecily Keller, Hartford Funds
Industry Engagement & Events
*Michael Mannarino, J.P. Morgan
Metrics & Insights
Cheryl Reich, Broadridge
Deb Sealy, Aegon
Next Practices
Rosa Licea-Mailloux, MFS Investment Management
Ofelia Potter, Northern Trust
DPNA Event Committees:
Fearless Leadership Symposium
Gary Casagrande, Northern Trust
Nicole Green, SS&C Technologies
DPNA Advisory Committees:
Rising Stars
Heather Lewis Berke, Fidelity
Victoria McGowan, J.P. Morgan
If you are interested in joining one of Nicsa’s committees, please reach out to [email protected].
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the asset and wealth management industry in order to advance leading practices. For over sixty years, Nicsa has promoted a collaborative environment where members come together to help strategically address the industry’s most vital issues.
Nicsa’s Diversity Project North America champions diversity and inclusion as a strategic business priority within the asset and wealth management industry and seeks to advance better business results for our member firms and positive long-term impact for the clients we all serve.
Boston, MA – December 3, 2024 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships.
Ms. Walter brings an impressive track record in financial services and a dynamic vision for advancing best practices across the industry. With extensive expertise in portfolio strategies, investor relationship management, and thought leadership, she is well-positioned to contribute to Nicsa's mission of advancing excellence and connectivity among its member firms.
"As someone deeply committed to the asset and wealth management community, I am thrilled to join Nicsa and support its mission to foster collaboration and innovation in such a dynamic industry," said Ms. Walter. "I look forward to working with Nicsa’s members to create meaningful impact and drive progress across the sector."
As a seasoned executive, Ms. Walter has held leadership roles at top-tier firms, most recently at John Hancock Investment Management, where she spearheaded practice management programs, delivered industry-leading content, and collaborated with financial advisors to drive business growth. Her notable accomplishments include record-breaking sales performances, innovative educational initiatives, and the creation of impactful advisor engagement strategies.
In her new role at Nicsa, Ms. Walter will focus on front office areas such as sales, marketing, distribution, and product management, specifically within the asset management, wealth management, and alternative investment industries. She will enhance the value Nicsa delivers to its members and contribute to shaping the future of the association and its impact on the asset and wealth management industry.
"We are delighted to welcome Sarah to the Nicsa team," said Jim Fitzpatrick, President & CEO of Nicsa. "Her extensive expertise and passion for driving positive change in the asset and wealth management sector will be instrumental in advancing Nicsa’s mission within our diverse network of member firms."
Ms. Walter is recognized as a thought leader and a highly sought-after speaker. She has shared her expertise on various platforms, including conferences, podcasts, and educational workshops.
To schedule an interview with Ms. Walter or for more information about Nicsa’s initiatives within the asset and wealth management industry, please contact Allison Lovett, VP of Content &. Communications, at [email protected].
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, and advance leading practices. For over sixty years, Nicsa has promoted a collaborative environment where members come together to help strategically address the industry’s most vital issues.
Nicsa’s Diversity Project North America champions DEI as a strategic business priority within the asset and wealth management industry. The goal of the Diversity Project North America is to advance better business results for our member firms and positive long-term impact for the clients we all serve by fostering an industry where diversity is achieved, equity is the standard, and inclusion is celebrated.
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